Are you an experienced Paraplanner with a passion for working on high-net-worth cases? Looking for a role that offers a clear and exciting route to becoming an Adviser in 12-24 months? If so, this is the opportunity you've been waiting for We are working with a prestigious Chartered IFA firm based in Berkshire, known for delivering the highest levels of financial advice to HNW & UHNW clients across London and the South. The business is growing rapidly, and they’re looking for a talented Senior Paraplanner to join their dynamic team. About the Firm: Our client is a boutique, independent firm that has built an excellent reputation over the years. They offer a wide range of services, including pension advice, investment strategies, estate planning, and IHT planning, primarily serving City professionals, retirees, and families with investable assets in the millions. The team includes administrators, paraplanners, and a dedicated compliance team, all working in a highly collaborative environment. With business booming and several acquisitions in the pipeline, the firm is now looking to bring in a highly skilled Senior Paraplanner to support their top advisers on high-value cases (minimum £1m). The firm has significant backing from private investors, which has enabled them to scale and enhance their services. The Role: As a Senior Paraplanner, you will be working directly with the Head of Financial Planning and senior advisers, supporting them on the firm’s most complex and high-net-worth cases. You’ll be involved in all aspects of the paraplanning process, from compiling advice, designing tailored solutions, and implementing those solutions to working on technical cases. This is not just a report-writing role - you’ll be expected to have extensive product knowledge and be hands-on in creating financial strategies for high-net-worth clients. We’re looking for a Paraplanner who has significant experience in the independent financial planning space, ideally with Chartered qualifications or someone who is very close to completing them. The firm is looking for someone with a well-rounded paraplanning background, not just report writing, and a deep understanding of the complexities involved in HNW paraplanning. The role offers a clear progression route to become an adviser within 12-24 months for the right individual, as the firm is keen to expand their advisory team. Key Responsibilities: Work directly with senior advisers and the Head of Financial Planning on high-net-worth cases. Provide technical support and advice to clients, primarily in areas of pension planning, investments, IHT, and estate planning. Design financial solutions for clients with assets in the millions. Take ownership of cases and work on complex technical financial planning. Collaborate closely with other team members, including administrators, paraplanners, and compliance professionals. Full involvement in the implementation of financial strategies and advice. What We’re Looking For: Experience as a Paraplanner in an independent financial planning business. Diploma qualified and ideally Chartered or close to completion. Strong technical knowledge of HNW paraplanning, including pensions, investments, estate planning, and tax strategies. Excellent communication and teamwork skills. A desire to progress to become an Adviser within 12-24 months. Ability to hit the ground running and contribute to complex cases from day one. What’s on Offer: Up to £60k salary (depending on experience) bonuses. Fully remote role, with only 1 day per week required in the Berkshire office. 26 days holiday benefits. Definitive route to becoming an Adviser within 12-24 months. Full support and training to help you reach your career goals. This is an incredible opportunity for a Senior Paraplanner to join a rapidly growing firm with a strong client base, supportive team, and a clear path for progression. If you're a Paraplanner looking to take your career to the next level and want to eventually become an Adviser, apply now To apply or to learn more, please get in touch with Laura at Financial Divisions SeniorParaplanner FinancialServices ParaplannerRole WealthManagement CharteredIFA FinancialPlanning HNW UHNW CareerProgression RouteToAdviser FullyRemote BerkshireJobs